Updated:
Flatirons Wealth Management
Flatirons Wealth Management is an independent, fee-only, wealth management firm serving the financial planning and investment management needs of investors...
Overview
Flatirons Wealth Management is an independent, fee-only, wealth management firm serving the financial planning and investment management needs of investors on the Front Range of Colorado. As a responsible fiduciary, we act with care, prudence and due diligence when acting on behalf of our clients. Emphasis is placed on keeping costs low and serving clients equitably.
General information
Firm type
Multi Family Office
Location
Region
North America
Frequently asked questions
What services does Flatirons Wealth Management provide?
The firm provides comprehensive wealth management services including portfolio construction, tax strategy, estate planning, and intergenerational transfer planning. It acts as a fiduciary under the Investment Advisers Act of 1940.
Where is Flatirons Wealth Management located?
The firm is based in the Boulder, Colorado area. Additional office locations are not publicly confirmed.
What is the investment philosophy at Flatirons Wealth Management?
Flatirons emphasizes customized, tax-aware portfolio management. The firm uses a strategic asset allocation framework tailored to each client's goals, combining public securities and alternative investments.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Flatirons Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.